+415.9%
QQQ vs USHY
+50.4%
+365.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | +0.1% |
| 7D | +1.0% | -0.1% | +1.1% | +1.3% |
| 30D | -0.6% | 0.0% | -0.6% | -0.5% |
| 3M | +1.3% | +0.8% | +0.5% | -0.2% |
| 6M | +18.1% | +1.9% | +16.2% | +14.3% |
| YTD | +16.9% | +2.3% | +14.6% | +12.4% |
| 1Y | +24.0% | +4.1% | +19.8% | +15.3% |
| 3Y | +95.6% | +27.8% | +67.8% | +25.9% |
| 5Y | +94.5% | +21.5% | +73.0% | +40.0% |
| All | +415.9% | +50.4% | +365.5% | +165.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded USHY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling